How big is Carlo, Inc.'s plan?

Carlo, Inc.'s plan reported $2.4M in assets and 10 participants for 2024.

Original filing (PDF)20250612154434NAL0049232882001

Carlo, Inc.

Name: Carlo, Inc. — Carlo, Inc. 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: Carlo, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlo, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Carlo, Inc.'s Carlo, Inc. 401(k) Profit Sharing Plan held $2.4M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Charles Bachechi signed Carlo, Inc.'s 2024 Form 5500 as plan administrator.

Charles Bachechi — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carlo, Inc.'s EIN is 85-0115916.

EIN 85-0115916

Plan number 001

Plan year 2024

ACK ID 20250612154434NAL0049232882001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlo, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlo, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLO, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score